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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,836 | $73,397-22.6% | $178,014-68.1% | $74,546-23.8% |
| Participation rate | 95.1% | 66.6%+28.5pp | 77.1%+18.0pp | 67.2%+27.9pp |
| Annual return | 12.72% | 17.49%-4.8pp | 294.80%-282.1pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $2,336 | $2,217+5.4% | $3,950-40.9% | $2,624-11.0% |
| Participant deferral / active EE | $4,607 | $4,512+2.1% | $6,276-26.6% | $4,347+6.0% |
| Admin fee / account holder | $2,122 | $1,809+17.3% | $10,362-79.5% | $1,944+9.2% |